Investment Performance Analyst

Measures how investment portfolios performed and explains why.

A day in the life

You calculate last quarter's returns for 50 portfolios, compare them to benchmarks and explain why one fund beat the market.

Pay over a career

Starting
$60k
Typical
$85k
High
$125k

Approximate: anchored on Bureau of Labor Statistics data for a broader job group.

Training

Bachelor's degree (4-year), about 4 years after high school. Bachelor's in finance or math; CIPM certification.

Ways in: 4-year college, Certification. Training cost: $15k – $60k.

Majors to look at: Finance, Mathematics.

Outlook

Growing faster than average (about 6% over 10 years). Tracks financial analysts.

Will it last? Our AI estimate

High risk for 10 years. Performance and attribution reports are generated automatically by portfolio systems; AI writes the commentary too.

Start now, in high school

Classes: AP Statistics, Computer applications, Accounting, AP Calculus.

Official data: O*NET occupation 13-2051.

More Asset & Wealth Management careers

Career Universe is an early version. Pay, training and AI-risk figures are estimates to start your own research, not verified facts. The research was written with AI research assistants, checked by validation scripts and spot-checked by hand. Check anything important with schools, employers and official sources. How the numbers work.